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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rakesh? Claim Your ProfileRakesh K. Sharma is an investment advisor representative at Eagle Strategies LLC. Rakesh has been in the industry since 1998 and has experience with a number of different firms, including Park Avenue Securities LLC, PRUCO Securities, LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Rakesh specializes in providing financial planning, pension consulting, educational seminars, portfolio management for individuals, and portfolio management for businesses. Rakesh is registered with FINRA and the state of New Jersey as an investment advisor representative. Rakesh also holds the Series 63, 65, 24, 26, and 7 licenses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
NJ
09/19/2022 - Present
Eagle Strategies LLC (EDISON NJ)
NJ
06/03/2010 - 10/23/2012
PARK AVENUE SECURITIES LLC (BLOOMFIELD NJ)
NJ
05/21/2002 - 05/19/2010
PRUCO SECURITIES, LLC. (PARAMUS NJ)
NY
07/28/1999 - 05/22/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
04/08/1998 - 09/30/1999
WALL STREET FINANCIAL GROUP, INC. (VICTOR NY)
IA
Issued 09/14/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/30/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/03/2011
Series 24 - General Securities Principal Examination
BC
Issued 09/19/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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